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Financial Planning Manager

2.00 to 6.00 Years   Mumbai City   09 Feb, 2023
TEKPILLAR
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 2.5 - 4.5 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BDInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    We are looking for aFinancial Planning Manager for Direct Channel Loyalty Department in Indias Leading Life Insurance Company across Tamil Nadu.Roles and Responsibilities
    • To identify and acquire the right clients, and to offer goods for wealth management such as life insurance, investments, savings, retirement, and pensions
    • Maintain positive customer relationships to make the most of the benefits of those interactions for the company.
    • Retention of customers
    • To guarantee to the achievement of the income goal. Attracting new and potential clients
    • Recognizing the financial requirements of the potential customer
    • Provide consumers with top-priority service in accordance with corporate procedures.
    • Regularity Visit and follow up regarding the services and new products with potential customers
    Mandatory Candidates Requirement:
    • Bachelors degree in any stream
    • Qualification: Mini. 2 to 5 Years of experience in Sales of BFSI/Broking/Insurance or Investment Industry
    • Age should be between 24 Years to 38 Years
    Key Skills Required:
    • Good communications and presentations skills
    • Strong network in the local market
    • Ability to take challenges of the given task
    • Strong organization and analytical skills
    For more information, Kindly contact us:Laxita S | HR TeamPhone/WhatsApp: +917383137408

Keyskills :
financemarketingsalesbusiness developmentinvestmentbankingmutual fundsinsurance saleschannel sales

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